The bad advice files: Getting clients over a messy (professional) break-up

How do you pick up the pieces from another adviser’s poor service?

Laura Miller
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How do you fight the uphill battle that is helping a client burned by previous poor advice? Professional Adviser speaks to seven advisers who have helped clients move on from painful (professional) break-ups...

  1 Darren Cooke, Chartered independent financial planner, Red Circle Financial Planning The bad advice: Group pension chaos A group pension set up in 2010 but not auto-enrolment friendly. None of the members had even seen the previous advisers, varying investments funds were used between the members with no risk profiles done. Three senior managers were all transferred to an expensive SIPP contract which they did not understand and did not really need. I later found out that the company had phoenixed and there were a few claims flying into FSCS from clients. The golden solut...

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